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Home > Institutional Investor > Union Bankshares Corp > Profile

Instuitional Investor - Union Bankshares Corp

Fund Profile
Filing Period:
Fund Name: Union Bankshares Corp
Portfolio Value $1,652,957,046
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Russell Top 200 Growth Etf - ETF
 488,419 $103,027,104 6.23%
2.
Apple Inc.
 AAPL 338,292 $75,144,675 4.55%
3.
Ishares Trust
 IEF 734,214 $62,459,585 3.78%
4.
Erie Indemnity Co
 ERIE 99,377 $41,643,932 2.52%
5.
Nvidia Corp
 NVDA 359,390 $38,950,585 2.36%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)